Koa Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
3,215
-15
| -0.5% | -$7.46K | 1.27% | 28 |
|
|
2025
Q1 | $1.21M | Sell |
3,230
-14
| -0.4% | -$5.26K | 0.98% | 32 |
|
|
2024
Q4 | $1.37M | Sell |
3,244
-34
| -1% | -$14.3K | 1.12% | 29 |
|
|
2024
Q3 | $1.41M | Buy |
3,278
+124
| +4% | +$53.4K | 1.09% | 32 |
|
|
2024
Q2 | $1.41M | Sell |
3,154
-93
| -3% | -$41.6K | 1.19% | 28 |
|
|
2024
Q1 | $1.37M | Buy |
3,247
+947
| +41% | +$398K | 1.23% | 25 |
|
|
2023
Q4 | $865K | Buy |
+2,300
| New | +$865K | 0.85% | 29 |
|